Increasing Bartlett’s 
Brand Awareness

Bolstering National Visibility 
and Driving New Leads

Bartlett Wealth Management | 3-Year ResultS

2.2M+

Impressions

between Google 
& LinkedIn

21.3B+

Total Media Reach

$40.6M

Total AVE

Bartlett Wealth Management, a financial advisory firm with offices in Cincinnati, Chicago and Louisville, desired to increase brand awareness and establish its leaders as “experts” and influencers among high-net-worth audiences, including business owners, female professionals and other wealthy individuals and families.

Along with an aspiration to better establish public relations practices, the firm wanted to dive deeper into digital marketing efforts to spur new client prospects and enhance its messaging to stand out in a crowded marketplace. This desire led to an ongoing public relations and digital partnership with GAVIN.

The objectives:

  • Increase brand awareness by highlighting the firm’s approach to financial planning, investment management, family office and related wealth management services.
  • Generate consistent local, regional, national and trade media coverage by elevating senior leadership to showcase the firm’s growth, services and thought leaders.
  • Leverage media relations to help tell the brand story and growth of Bartlett Wealth Management over generations of managing client wealth.
  • Drive new business leads and better communicate the firm’s value proposition through targeted advertising campaigns on Google and LinkedIn platforms.

digital & web results (paid)

3-Year Overview for Google & LinkedIn

To generate more leads for Bartlett, GAVIN developed a robust Google and LinkedIn digital ad campaign that targeted business owners, next generation, and women interested in WEinvest™ — a Bartlett community for women supported by a team of female professionals who work to meet women’s unique financial needs through learning opportunities and empowerment.

In conjunction, we primarily utilized Google and LinkedIn efforts to enhance brand visibility. Our Google and LinkedIn campaigns yielded results that surpassed expectations and established the groundwork for consistency and potential growth as the partnership continues and strategies expand to increase reach.

572,872

Views

310,404

Sessions

259,509

Users

2.76%

Average CTR

5.9M

Impressions

108,177

Clicks

842

New Followers

$0.94

Average 
cost-per-click

73% lower than industry average ($3.44) on
Google Search

top media placements

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